Estate planning and settlement at Athene
Name beneficiaries online, fund a trust by phone, and report a death at 1-888-266-8489
Athene offers 14 insurance products that play a central role in estate planning. Because policy proceeds pass directly to named beneficiaries—bypassing probate entirely—keeping designations current is one of the highest-impact steps policyholders can take.
Beneficiary designations at Athene can be managed online, by phone, and by mail, typically taking 15 to 30 minutes. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Athene has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 14 account types at Athene.
Preparing your estate →Death claim process
Report the death to Athene's Annuity Customer Contact Center at 1-888-266-8489. The page lists the steps and the documents to send.
When someone dies →
Sources
Data sourced from Athene primary sources (17 pages reviewed). How we research.
Athene customer support
Annuity Customer Contact Center
Phone
Fixed Annuities (Investors Insurance Corporation contracts)
Fixed Annuities (Liberty Life or RBC Insurance contracts not beginning with MA)
Fixed Annuities (Presidential Life contracts)
Athene Annuity & Life Assurance Company of New York
Pension Group Annuities (all-numerical certificate numbers)
Pension Group Annuities (certificate numbers beginning A)
Structured Settlement Annuities
Variable Annuities and Variable Life Insurance
Life Insurance (Whole, Universal, ExpressTERM, LevelTERM)
Life Insurance (Indexed Universal Life, Traditional/BMA)
Life Insurance (Accidental Death, Disability Income)
Life Insurance (Mortgage Life)
Life Insurance (Mortgage Protection)
Life Insurance (Cancer Expense / Critical Illness)
Fax
Hours
Mailing address
Website
Estate planning articles
Learn how to protect your Athene accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
Vehicle Transfer on Death
Name a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.
Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Do I Sign Estate Documents?
Find witness, notary, and remote signing requirements for all 50 states.
Will My Estate Documents Transfer?
Check if estate planning documents signed in one state are valid in another.
Trust or Will: Which Costs Less?
Compare the cost of probate vs a trust for your state and estate value.
How Much Does a Revocable Living Trust Cost?
Compare revocable living trust costs across providers including online services and attorneys.
How Much Does a Will Cost?
Compare will costs across providers plus probate costs your heirs will pay.
How Does SimplyTrust Compare to LegalZoom, Trust & Will, and Other Services?
Compare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker.
